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Portfolio (Quarterly) Guide ↗

OREGON PUBLIC EMPLOYEES RETIREMENT FUND

· CIK 0001107314
13F Portfolio $9.3B AUM 1,509 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 40 New 798 Added 398 Reduced 41 Exited
Page 28 of 76  ·  1,509 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 DCI DONALDSON CO INC Industrials 23,950.0 $2.1M 0.02% +300.0 +1.3% $89.77 +6.1%
542 HL HECLA MINING CO Basic Materials 138,600.0 $2.1M 0.02% +1K +0.9% $15.43 +34.2%
543 AR ANTERO RESOURCES CORP Energy 60,853.0 $2.1M 0.02% +700.0 +1.2% $35.14 +9.6%
544 WY WEYERHAEUSER CO Real Estate 88,611.0 $2.1M 0.02% +6K +7.4% $23.94 +0.6%
545 CACI CACI INTERNATIONAL INC CL A Technology 4,570.0 $2.1M 0.02% +43.0 +0.9% $463.26 +34.9%
546 GNRC GENERAC HOLDINGS INC Industrials 7,226.0 $2.1M 0.02% +520.0 +7.8% $292.81 -29.4%
547 BCE INC 98,100.0 $2.1M 0.02% +75K +330.3% $21.53
548 R RYDER SYSTEM INC Industrials 7,996.0 $2.1M 0.02% -99.0 -1.2% $263.77 -5.4%
549 UMBF UMB FINANCIAL CORP Financial Services 14,760.0 $2.1M 0.02% +144.0 +1.0% $142.76 +0.4%
550 AKAM AKAMAI TECHNOLOGIES INC Technology 17,788.0 $2.1M 0.02% +1K +7.9% $118.21 -8.6%
551 KIM KIMCO REALTY CORP Real Estate 82,885.0 $2.1M 0.02% +6K +7.4% $25.35 -5.2%
552 ZION ZIONS BANCORP NA Financial Services 30,355.0 $2.1M 0.02% $69.19 -1.3%
553 PINS PINTEREST INC CLASS A Communication Services 99,600.0 $2.1M 0.02% -20K -17.0% $21.03 +10.8%
554 OGE OGE ENERGY CORP Utilities 42,691.0 $2.1M 0.02% +500.0 +1.2% $48.66 -4.3%
555 GPN GLOBAL PAYMENTS INC Industrials 28,610.0 $2.1M 0.02% +1K +4.8% $72.56 +28.1%
556 AHR AMERICAN HEALTHCARE REIT INC Real Estate 39,800.0 $2.1M 0.02% +3K +9.3% $52.15 +9.6%
557 ESE ESCO TECHNOLOGIES INC Technology 5,915.0 $2.1M 0.02% $350.04 -19.1%
558 EHC ENCOMPASS HEALTH CORP Healthcare 20,470.0 $2.1M 0.02% -200.0 -1.0% $101.08 +19.5%
559 IEX IDEX CORP Industrials 9,080.0 $2.1M 0.02% +500.0 +5.8% $226.95 +3.5%
560 FIVE FIVE BELOW Consumer Cyclical 11,428.0 $2.1M 0.02% +130.0 +1.1% $179.79 +43.1%
Page 28 of 76  ·  1,509 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.3%
Financial Services 11.0%
Industrials 10.2%
Consumer Cyclical 9.9%
Healthcare 9.4%
Communication Services 6.9%
Consumer Defensive 4.6%
Energy 3.4%
Utilities 2.7%
Real Estate 2.6%